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Disclosery

Bolthouse Investments, LLC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bolthouse Investments, LLC on SPY, newest first. How the timeline and the estimate are built.

Bolthouse Investments, LLC held 15,116 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,116 shares
    Change vs previous 13F +409 shares

    9.15% of the 13F portfolio, value $11,288,176.

    13F-HR 0001941040-26-000560 filed by Bolthouse Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,707 shares
    Change vs previous 13F +503 shares

    8.65% of the 13F portfolio, value $9,564,552.

    13F-HR 0001941040-26-000273 filed by Bolthouse Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 14,204 shares
    Change vs previous 13F -513 shares

    8.61% of the 13F portfolio, value $9,685,990.

    13F-HR 0001941040-26-000047 filed by Bolthouse Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,717 shares
    Change vs previous 13F +253 shares

    8.89% of the 13F portfolio, value $9,804,171.

    13F-HR 0001941040-25-000573 filed by Bolthouse Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 14,464 shares
    Change vs previous 13F +660 shares

    8.85% of the 13F portfolio, value $8,936,582.

    13F-HR/A 0001941040-25-000570 filed by Bolthouse Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,804 shares
    Change vs previous 13F +1,044 shares

    8.05% of the 13F portfolio, value $7,721,817.

    13F-HR 0001941040-25-000240 filed by Bolthouse Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,760 shares
    Change vs previous 13F not available

    6.91% of the 13F portfolio, value $7,478,383.

    13F-HR 0001941040-25-000168 filed by Bolthouse Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).